LWM
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Lionshead Wealth Management’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Lionshead Wealth Management’s Portfolio IVLU Stock Details IVLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,440
Closed -$316K – 94
2025
Q1 		$316K Sell
10,440
-8,723
-46% -$264K 0.33% 66
2024
Q4 		$520K Buy
+19,163
New +$520K 0.38% 56